Form D · Other Investment Fund
Lombard International Life Assurance Co Separate Account VL 152
Philadelphia, PA · CIK 0001654230
Offering snapshot reported Apr 24, 2023 · SEC filing
- Reported sold
- $16.3M Indefinite offering
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 24, 2015 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$14,170,656 → $16,315,656
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 24, 2023 | Amendment | $16,315,656 | $2,145,000vs May 20, 2019 | 4 | SEC filing |
| May 20, 2019 | Amendment | $14,170,656 | $1,595,000vs Apr 12, 2018 | 4 | SEC filing |
| Apr 12, 2018 | Amendment | $12,575,656 | $3,765,000vs Mar 30, 2017 | 4 | SEC filing |
| Mar 30, 2017 | Amendment | $8,810,656 | $4,061,000vs Apr 11, 2016 | 4 | SEC filing |
| Apr 11, 2016 | Amendment | $4,749,656 | $4,189,656vs Sep 30, 2015 | 4 | SEC filing |
| Sep 30, 2015 | Initial | $560,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $556K
- Finders' fees
- $0
- Form D file number
- 021-248470
variable life insurance contracts
Issuer pays sales commissions which are equal to a percentage of the premium received by the Issuer. LILAC also pays sales commissions from its corporate resources.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Kestra Investment Services, LLC | 42046 | Jason R. Zimmerman · CRD 2672423 |
| Niagara International Capital Limited | 135327 | Jason R. Zimmerman · CRD 2672423 |
| Chalice Capital Partners, LLC | 288898 | Jason R. Zimmerman · CRD 2672423 |
Source: Form D, filed Apr 24, 2023. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Lilac Lombard International Life Assurance Company | Promoter |
| Pflac Philadelphia Financial Life Assurance Company | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Philadelphia, PA, 19103